Carl Torchia
Premier Advisor
2921 S.W. High Meadow Avenue
Palm City, FL 34990
About me
Background
I am a Premier Advisor with experience in the financial services industry since 1992, including my time with Truist since 2013. My work is guided by Truist’s purpose—to inspire and build better lives and communities by helping clients achieve their goals and objectives.
I take a comprehensive, holistic, and strategic approach to financial planning, helping to deliver customized solutions tailored to each client’s unique needs. My areas of focus include investment management, estate planning strategies, and ongoing risk and relationship management. By collaborating closely with a broader team of specialists, I help ensure that recommendations are aligned with my clients’ long term vision and the priorities of their families.
Committed to putting clients first, I emphasize high touch service, meaningful conversations, and thoughtful use of technology to create a clear and confident client experience. My goal is to help guide clients through every stage of their financial journey—from today, through retirement, and beyond.
I am a Registered Representative with Truist Investment Services, Inc. and an Investment Adviser Representative with Truist Advisory Services, Inc.
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
